Investment Products
Morguard Lincluden Global Investments manages assets for a variety of institutions including pension funds, insurance companies, foundations, endowments, first nation trusts and long-term health and disability funds.
Institutional
Balanced Products
Balanced funds managed on a discretionary basis will have an equity bias over the long run with a neutral target mix of 60% stocks and 40% bonds. Equities can have a maximum weighting of 70% and a minimum weighting of 45%. Balanced portfolios benefit from the insights of Lincluden’s entire team of investment professionals.
Canadian Equity Products
A focused Canadian equity portfolio that utilizes a bottom-up, value-based approach to security selection and portfolio construction.
A focused small cap Canadian equity portfolio that utilizes a bottom-up, value-based approach to security selection and portfolio construction.
Foreign Equity Products
A focused Global equity portfolio that utilizes a bottom-up, value-based approach to security selection and portfolio construction.
A focused Canadian and Global equity portfolio that utilizes a bottom-up, value-based approach to security selection and portfolio construction.
Fixed Income Products
Using a value-based approach, Lincluden fixed income portfolios are structured to achieve the most efficient combination of duration, credit, yield curve and foreign exposure from a long-term, risk-reward perspective.
Using a value-based approach, Lincluden short mid fixed income portfolios are structured to achieve the most efficient combination of duration, credit, yield curve and foreign exposure from a long-term, risk-reward perspective.
Alternative Investments
Morguard Lincluden’s Real Estate Equity Fund seeks stable income and moderate capital growth through a diversified portfolio of North American real estate investment trusts.
Customizable REIT Strategies
We offer customizable REIT strategies to clients with the objective to provide global diversification, enhanced liquidity, and generate short-term yield while pursing real estate opportunities. Our dedicated team of experienced professionals will work closely with you to understand your investment objectives and how an active REIT strategy can support and enhance your overall returns.